Wealth Advisor Development Program – Trainee
Bank of America
14 days+
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Benefits offered by this job
Job summary
A leading financial institution is seeking a Financial Advisor to join the Merrill Advisor Development Program in Nashville, TN. The role involves developing relationships with high-net-worth individuals and delivering comprehensive financial strategies. Candidates should hold relevant financial licenses and possess strong interpersonal skills. This position offers training and a supportive environment to foster a successful career in wealth management, focusing on transparency and diverse thinking.
Qualifications
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
- Minimum one year in financial services or sales environment.
- Proven ability to engage and influence others.
Responsibilities
- Handles inbound inquiries from leads regarding offerings.
- Collects necessary client profile data to open accounts.
- Documents client interactions and opportunities in Salesforce.
Skills
Business Acumen
Business Development
Oral Communications
Prospecting
Wealth Planning
Analytical Thinking
Client Experience Branding
Client Investments Management
Portfolio Analysis
Risk Management
Active Listening
Client Solutions Advisory
Emotional Intelligence
Referral Management
Trading
Education
Bachelor's degree or equivalent experience
Tools
Salesforce
Microsoft Word
Microsoft PowerPoint
Microsoft Excel
Job description
A leading financial institution is seeking a Financial Advisor to join the Merrill Advisor Development Program in Nashville, TN. The role involves developing relationships with high-net-worth individuals and delivering comprehensive financial strategies. Candidates should hold relevant financial licenses and possess strong interpersonal skills. This position offers training and a supportive environment to foster a successful career in wealth management, focusing on transparency and diverse thinking.
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